To obtain an professional entry level position.
Utilizing general customer relation skills in a professional environment.
Over 5 years customer service in a fast-paced environment
To follow dreams and goals in life.
Willing to relocate: Anywhere
Authorized to work in the US for any employer
March 2014 to Present
Balance cash items, teller over/short report, traveler’s checks, savings bonds, etc and adhere to all branch procedural controls
Process and assist customers with transactions
Responsible for check proofing. Must validate all checks received during a course of a day. Remain compliant with all procedures for check holds.
As assigned may assist in the balancing of the ATMs, branch opening and/or closing, and safe deposit box access.
Performs other duties as assigned in assisting the branch with daily business.
Responsible for the timely completion of a Currency Transaction Report
Will occasionally lift and carry heavy coin and cash boxes weighing 50 pounds.
Assists members with ATM/CKV card orders stop payment requests
Identify customer’s potential product and services needs and support delivery of appropriate bank services by referring clients to the platform team for further consultation
Answer basic customer inquiries regarding products while complying with disclosure requirements, regulations and consumer privacy policies
Answer incoming telephone calls in a friendly and professional manner Supporting the Branch Manager with all aspects of branch operations, including loss control, compliance and audit standards
Introducing customers to your branch team who focus on building relationships and assisting with specialized financial needs; Lead Teller-Operations Specialist who are successful in making referrals may be eligible for monthly incentives
Assist with scheduling, as necessary
August 2011 to March 2014
Establish and maintain business contacts that will generate potential new loan volume. These contacts include but are not limited to real estate brokers, realtors and builders. Originate first mortgage loans that meet qualifications under investor and portfolio loan programs and guidelines.
Reviews application information to request specific support documents needed/required based on loan investor guidelines.
Analyzes applicant data, credit and collateral property value to determine accuracy of information.
Corresponds, communicates and coordinates with applicants, in-house support staff and outside service providers to facilitate timely closings.
Ensures all regulatory disclosures are in timely compliance and provided to applicant.
January 2009 to August 2011
Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. This includes collecting and analyzing information about the customer’s financial situation, financial and personal objectives, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. Make recommendations to customers about which lending solutions would best meet the customers’ objectives. Advise customers about the consequences, risks, and benefits of alternative lending solutions. Perform time keeping for co workers on team. Team Leader.
Associate Degree in Paralegal
October 2016 to February 2018